FIN Partners - aka the hybrid consultants

A new skool for the SaaS-y among us

Author

Joe Moss
November 16, 2024

Happy Saturday!

First and foremost, the 2025 T3/Inside Information Software Survey is live (the survey, not the results :), in case you too — got slightly too excited.

It does take more than a minute, but I find the results to be incredibly helpful for all of us.

2025 T3/Inside Information Software Survey

What do you think of the various components of your firm's tech stack? Most of the following questions (after we find out more about your firm) will allow you to rate the programs/services you use on a scale of 1-10, with 10 being the best score possible. You just click one rating box for each of the program(s) or services you use in each category and move on to the next category.

www.surveymonkey.com/r/ZXZWH6L

And while we’re on the subject of tech, you may remember my email about hybrid consultant/SaaS info-products:

Well, Cory Roberson with FIN Compliance has started a group to help make this happen.

We launched a training community to Help our FinServ Firms and Fractional Consulting partners increase revenue potential with white labeled tech or by building a SaaS model into their services--working with both new and established consultants to fast track their tech subscription models –Become a FIN Partner here - https://www.skool.com/finpartners/about

~Cory

Here’s what it’s about:

Elevate Your Consulting Business 📈

Learn to enhance your offerings and generate recurring revenue by integrating SaaS subscriptions into your consulting business. Enroll now and start scaling your business! 🚀

We provide training fractional consultants to:

  • Identify upselling opportunities with tech subscriptions 🔎

  • Pitch SaaS subscriptions or products effectively 🗣️

  • Build long-term revenue streams 💰

Paid $97/mo. subscription includes**:

  • Business Cloud/unified application portal subscription ($60/mo value*) 💡

  • Partner Marketing Sessions to market your offerings **📣

  • Partner Q&A Sessions; 📅

  • Classroom Courses; 🛠️

Free subscription includes:

  • Partner Q&A Sessions; 📅

  • Classroom Courses; 🛠️

Learn how to bootstrap or whitelabel your own SaaS platform!

  • Validate your idea 💡

  • Plan development 📅

  • Build an MVP 🛠️

  • Market your platform 📣

  • Bootstrapping on a budget 💸

Key Skills:

  • Building 🏗️

  • Upselling 🔝

  • Bundling 📦

  • Iterating 🔄

  • Whitelabeling ⚪️

  • Reselling 🔁

  • Partnerships 🤝

Enroll now and start scaling your business! 🚀

Hope you have a lovely weekend.

Joe

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